PERSON DIRECTORY
Jeremy Raper
Jeremy Raper appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Avation Post-Mortem with Jeremy Raper $AVAP
Jeremy Raper’s fully closed Avation (AVAP, London-listed) trade turned a 79p block bought against 140-145p tangible book into an average exit near 150p.That stake enabled activism in an illiquid, concentrated lessor, alongside debt refinancing, purchase-right monetization, asset sales, and buybacks.The post-mortem highlights aircraft values’ 25% rise and consolidation logic, but also tax complexity, operating entanglements, and the risk-reward shift after the rally.
General Market Thoughts and the Case for Change at Humm with Jeremy Raper
Japan’s large-cap activism trade may be in its sixth or seventh inning, but sub-$500-700 million family-run companies remain in the second or third.HUMM’s commercial asset-finance business grows double digits with loss rates below 2% of ANR, but Raper calls governance the problem.Raper’s February 19 EGM seeks three director removals, including the chairman, with dividends, cash distribution, and strategic review as potential catalysts.